Mullooly Asset Management Podcast                       February 20, 2013Mullooly Asset Management February 2013
FOCPX - Large Cap GrowthWhat would you expect to see in a large cap growth fund?- Apple (nearly 11%)  - Google (6%)  - Or...
FOCPX - Large Cap GrowthExpense ratio is 0.90%Holdings reported at least semi-annually              Mullooly Asset Manag...
FOCPX - Large Cap GrowthYou get closing price that day - No stop or limit orders (does not trade on an exchange)Fidelity...
IYW iShares Dow Jones Technology Sector- Apple (18%)- IBM (8%)- Google (8%)- Microsoft(8%)- Oracle (5%)             Mulloo...
IYW iShares Dow Jones Technology SectorExpense ratio is 0.48%Holdings are available daily              Mullooly Asset Ma...
IYW iShares Dow Jones Technology SectorYou can buy or sell at a specified price - can limit losses with stops or target e...
None of the securities mentioned in this (or any)podcast or video represent past specificrecommendations of Mullooly Asset...
Mullooly Asset Management, LLC      support (at) mullooly (dot) net                732-223-9000        www.mullooly.net   ...
Mullooly Asset Management, LLC      support (at) mullooly (dot) net                732-223-9000        www.mullooly.net   ...
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Differences Between ETFs and Mutual Funds

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A lot of people do not understand the differences that exist between mutual funds and ETFs. Tom shows their common trait, and outlines their differences. There is more contrasting than comparing when the topics are ETFs and mutual funds.

Published in: Economy & Finance
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Differences Between ETFs and Mutual Funds

  1. 1. Mullooly Asset Management Podcast February 20, 2013Mullooly Asset Management February 2013
  2. 2. FOCPX - Large Cap GrowthWhat would you expect to see in a large cap growth fund?- Apple (nearly 11%) - Google (6%) - Oracle (3%) Mullooly Asset Management February 2013
  3. 3. FOCPX - Large Cap GrowthExpense ratio is 0.90%Holdings reported at least semi-annually Mullooly Asset Management February 2013
  4. 4. FOCPX - Large Cap GrowthYou get closing price that day - No stop or limit orders (does not trade on an exchange)Fidelity offers no load funds, but many other funds carry sales charges (on top of expense fees) Mullooly Asset Management February 2013
  5. 5. IYW iShares Dow Jones Technology Sector- Apple (18%)- IBM (8%)- Google (8%)- Microsoft(8%)- Oracle (5%) Mullooly Asset Management February 2013
  6. 6. IYW iShares Dow Jones Technology SectorExpense ratio is 0.48%Holdings are available daily Mullooly Asset Management February 2013
  7. 7. IYW iShares Dow Jones Technology SectorYou can buy or sell at a specified price - can limit losses with stops or target exit prices with limits - some ETFs even trade optionsTrade on an exchange, so there is no "sales" charge, but a commission Mullooly Asset Management February 2013
  8. 8. None of the securities mentioned in this (or any)podcast or video represent past specificrecommendations of Mullooly Asset Management.This video is NOT a recommendation to buy or sell anyof the securities mentioned here.If you’re relying on a podcast for investment advice, youare likely making a huge mistake.We strongly urge our listeners to consult with theirinvestment advisor before they make a decision to buyor sell any investment. Mullooly Asset Management February 2013
  9. 9. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management February 2013
  10. 10. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management February 2013

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